Top Family Offices in Jacksonville 2026

Key Facts

• Jacksonville's family office market includes at least 16 providers: four single family offices (SFOs), multiple multi-family offices (MFOs), CPA-based divisions, wirehouse teams, and independent RIAs.
• The Lighthouse Wealth Management Group at Morgan Stanley leads in confirmed assets under management (AUM) at roughly $4 billion.
• Ponte Vedra Beach serves as the primary hub for high-end wealth advisory, with secondary corridors along Jacksonville Beach and Amelia Island.
• Pivot CPAs Family Office Services targets ultra-high-net-worth (UHNW) families holding $100 million to over $1 billion in assets.
• Florida's zero state income tax continues to draw wealth migration from the Northeast and West Coast into Northeast Florida.
• Capital flows into local real estate development, sports franchises, and early-stage technology ventures.
• Provider types range from private SFOs like the Shahid Khan Family Office to national firms such as Rockefeller Capital Management and Cerity Partners.

Market Overview

Jacksonville has quietly built one of Northeast Florida's most varied wealth management markets. The city and nearby enclaves of Ponte Vedra Beach, Jacksonville Beach, and Amelia Island host a blend of private SFOs, MFOs, CPA-based offices, wirehouse teams, and fee-only registered investment advisors. Florida's lack of a state income tax acts as a steady magnet for UHNW families leaving higher-tax states like New York, Connecticut, and California.

The PGA Tour headquarters in Ponte Vedra Beach draws sports and entertainment wealth to the area. Shahid Khan owns the Jacksonville Jaguars and holds an estimated net worth exceeding $12 billion. His Iguana Investments entity is reshaping Jacksonville's waterfront. Bill Walton's Challen Capital, rooted in real estate and private equity, adds another layer of SFO activity.

Jacksonville's market blends national brands like Rockefeller Capital Management, Cerity Partners, and Morgan Stanley with local firms such as Riverplace Capital, Financial Solution Advisors, and Caplin Ventures. This mix gives families options from boutique, tax-first advisory to full-scale platforms. Operating a standalone family office here costs far less than in South Florida, making dedicated structures viable for families with $50 million or more in liquid assets.

Family Office Comparison

Jacksonville's providers differ sharply in structure, service depth, and target client. The table below captures key distinctions for offices with the most available data.

Family Office	Type	AUM Estimate	Investment Focus	Services	Location
Lighthouse WMG (Morgan Stanley)	Wirehouse FO Team	~$4B	Multigenerational wealth, portfolio management	Full service: estate, retirement, divorce analysis, trust, lending	Ponte Vedra Beach / Jacksonville
Callan Family Office	MFO	—	UHNW families, foundations, endowments	Investment, tax strategy, estate, private equity access	Jacksonville
Shahid Khan Family Office	SFO	—	Real estate, sports, entertainment, tech	Private capital deployment only	Jacksonville / Urbana, IL
Pivot CPAs	CPA-Based FO	—	UHNW families ($100M–$1B+)	Tax, estate, admin, charitable giving, next-gen education	Jacksonville area
Challen Capital	SFO	—	Direct real estate, private funds, middle-market deals	Private allocations only	Jacksonville
Rockefeller Capital Management	National MFO	—	Private wealth advisory	Wealth advisory	Jacksonville Beach
Riverplace Capital	Independent RIA	—	Family wealth, small business advisory	Investment, fiduciary planning, family office	Jacksonville
Douglas Capital Management (Raymond James)	Wirehouse FO Team	—	Intergenerational wealth	Oversight, legacy planning, trust, banking, insurance	Jacksonville

Lighthouse WMG is the only office with a publicly confirmed AUM figure. Most Jacksonville providers do not disclose assets, which is typical of smaller, relationship-driven markets. Families evaluating these options should request AUM and client count data directly during early consultations.

Top Picks by Strategy

• Largest Confirmed AUM: Lighthouse Wealth Management Group (Morgan Stanley), managing roughly $4 billion with a 22-person team and Forbes/Barron's recognition from 2023 through 2025.
• Best for UHNW Families ($100M+): Callan Family Office, providing private equity, private credit, and private real assets through its partnership with Callan LLC.
• Top Real Estate Allocator: Challen Capital, a single family office built on real estate wealth, deploying capital into direct property, private funds, and middle-market deals.
• Strongest Tax Integration: Pivot CPAs Family Office Services, led by Kathy Devine with 30-plus years of experience and a track record managing over $2.5 billion for wealthy families.
• Most Active Direct Investor: Shahid Khan Family Office, with holdings spanning the Jacksonville Jaguars, Fulham FC, All Elite Wrestling, Four Seasons Hotel Toronto, and roughly 24,000 acres of Illinois farmland.
• Best for Early-Stage Ventures: Caplin Ventures, a first-generation firm backing community-focused startups in healthcare, technology, and sports since 2018.
• Leading Fee-Only Option: Waverly Advisors, an independent RIA offering wealth management services with no commissions and no proprietary products.

Top 12 Providers in Detail

Lighthouse Wealth Management Group (Morgan Stanley)

The dominant wirehouse team in Northeast Florida by confirmed scale, Lighthouse WMG manages roughly $4 billion for multigenerational families. Its 14 financial advisors carry a combined 350 years of industry experience, supported by six client service associates and two analysts.

Seven team members hold individual Forbes Best-In-State Wealth Advisor rankings. Dennis Rosa, the team's Family Wealth Director, has appeared on that list every year since 2018. Lighthouse also earned a Barron's Top 250 Private Wealth Management Teams ranking in both 2024 and 2025. The team operates from Ponte Vedra Beach with a secondary office on Amelia Island, placing it at the center of Jacksonville's wealth corridor.

Callan Family Office

Callan Family Office brings institutional-grade access to UHNW families and foundations through its strategic partnership with Callan LLC, one of the largest independent consulting firms in the country. Its 23 partners deliver private equity, private credit, and private real asset opportunities that smaller advisory firms cannot source.

John B. Magevney leads the Jacksonville presence with 26 years of experience and prior tenure at Abbot Downing, Wells Fargo's former ultra-high-net-worth unit. Callan operates as an independent fiduciary on an open-architecture platform with no proprietary products. Its Foundations 360 program integrates tax strategy, estate planning, and portfolio management into a single framework.

Shahid Khan Family Office

No single family office shapes Jacksonville's economic identity more visibly. Shahid Khan's private vehicle controls the Jacksonville Jaguars, London's Fulham FC, and All Elite Wrestling. His Iguana Investments entity is developing Jacksonville's waterfront, one of the largest urban projects in the city's history.

Beyond sports and real estate, the portfolio reaches into media, sports analytics (TruMedia Networks), and hospitality (Four Seasons Hotel Toronto). The office also holds roughly 24,000 acres of farmland in central Illinois through Baloo Enterprises. This SFO does not accept outside clients but sets the tone for direct capital deployment ambition in the region.

Pivot CPAs Family Office Services

Families with $100 million to over $1 billion in assets find a tax-first advisory model here. Kathy Devine, the partner leading this division, previously owned a multi-family wealth office and has managed more than $2.5 billion over her 30-year career. Pivot CPAs charges on a fixed retainer model, giving clients transparent and predictable fees rather than asset-based pricing.

Services extend beyond tax compliance into estate and legacy planning, bill payment, household payroll, charitable giving, and financial education for the next generation. The CPA setup means tax projections, multi-year strategies, and compliance happen within the same team that manages the broader advisory relationship.

Challen Capital

Challen Capital deploys real estate-rooted family wealth into direct property, private funds, and middle-market deals. Bill Walton co-founded Rockpoint Group, one of the largest real estate private equity firms in the United States, before starting Challen Capital in 2004 with Lon Walton.

Based in Jacksonville, the office reflects the city's strength as a launchpad for real estate-focused family capital. Challen Capital does not serve outside clients.

Cooper Family Office

Disruptive technologies and biotech set Cooper Family Office apart from Jacksonville's real-estate-heavy SFO landscape. The office maintains long-term relationships with other private wealth offices and partners with fund managers globally.

It does not accept outside clients, operating strictly as a private vehicle for the Cooper family's capital. Tech founders exploring co-investment (putting capital alongside another fund or family) may encounter Cooper Family Office at the deal table in venture and biotech.

Riverplace Capital

One of Jacksonville's longest-tenured independent RIAs, Riverplace Capital has served families and small business owners as a fiduciary-first firm since 1998. Peter Bower founded the practice, which now offers private wealth plans, family office services, and small business advisory under a concierge model.

Scott Wohlers, president of investment services, provides weekly market analysis to clients. Riverplace positions itself as a contrarian, branding its philosophy around independent thinking. Business owners seeking integrated advisory for both personal wealth and company finances will find this dual focus practical.

Douglas Capital Management (Raymond James)

This wirehouse team targets intergenerational wealth management from its Southside Jacksonville location at 13500 Sutton Park Drive South. Services span family oversight, legacy planning, wealth transfer, trust services, banking, lending, insurance, and risk management.

The Raymond James platform gives the team access to institutional research and lending products. Families who value a single-provider model covering portfolio management, banking, and insurance under one roof may prefer this structure.

Financial Solution Advisors

Jacksonville's other CPA-based family office takes a broad operational approach. Services include outsourced CFO advisory, cloud-based bookkeeping, payroll and bill payment, financial statement preparation, and household staff management.

Succession planning and estate planning round out the offering. The firm frames itself as "trusted eyes on the ground" for families with local business holdings. Families who need day-to-day financial operations managed alongside strategic wealth planning will find the outsourced CFO capability especially relevant.

Waverly Advisors

Waverly Advisors eliminates commission-based conflicts by operating as a fee-only RIA. The firm offers financial planning, portfolio management, corporate retirement plans, and family office services. Its Waverly Women program targets female clients navigating wealth transitions, inheritance, or divorce.

Fee-only status means the firm earns no revenue from product sales. This appeals to families seeking a clean fiduciary standard. Jacksonville families comparing wirehouse teams to independent advisors should weigh this structural difference heavily.

Atlantic Edge Wealth

Atlantic Edge Wealth brands its service as the "Family Office Experience" for high-net-worth individuals with complex financial lives. Core capabilities include estate structuring, tax strategy oversight, charitable giving and impact planning, multigenerational planning, and business transition support.

The firm coordinates with a client's existing CPA, attorney, and insurance advisors rather than replacing them. Families who already have established professional relationships but need a central coordinator will find this outsourced model efficient.

Caplin Ventures

Caplin Ventures represents a new model in Jacksonville: a family venture vehicle that actively builds local enterprises rather than solely managing inherited wealth. Portfolio holdings include Sporting Club Jacksonville (professional soccer), The Aurora Forge, Polaris Advisors, Virsec, Fire Neural Network, and Virtual Staffing Solutions.

The firm's focus on healthcare, technology, and sports ventures reflects Jacksonville's emerging startup ecosystem. First-generation wealth creators and impact-minded heirs may find this community-driven approach especially aligned with their goals.

Investment Trends Shaping This Market

Wealth Migration and Florida's Tax Edge

Florida's zero state income tax remains the strongest pull factor for wealthy families moving to Jacksonville from the Northeast and West Coast. A family relocating from New York or California can eliminate state taxes on portfolio income, business distributions, and capital gains. Jacksonville's cost of living sits well below Miami and Palm Beach, stretching those savings further. Pivot CPAs and Financial Solution Advisors build entire service models around tax-efficient wealth preservation for new Florida residents.

Real Estate and Waterfront Development

Direct real estate dominates capital allocation for Jacksonville's SFOs. Shahid Khan's Iguana Investments waterfront project represents the most visible example. Challen Capital's real estate roots and broader development activity show the same pattern.

Local families deploy capital into mixed-use waterfront projects, residential communities, and commercial properties. Population growth and available land give Jacksonville a real estate profile distinct from the saturated South Florida market.

Sports, Entertainment, and Venture Capital

Jacksonville's sports franchise ecosystem creates deal flow uncommon for a mid-size city. Khan's ownership of the Jaguars and AEW, combined with Caplin Ventures' backing of Sporting Club Jacksonville, signals a local appetite for sports holdings. Early-stage venture activity in healthcare technology and digital security (Caplin's Virsec allocation) adds a tech layer. These sectors attract younger, first-generation wealth creators who may eventually establish their own private wealth offices.

Multigenerational Wealth Transfer

Multiple Jacksonville providers list next-generation education and wealth transfer as core services. Legacy Trust Company offers formal programs for future generations. Pivot CPAs includes financial literacy for younger family members. Douglas Capital Management structures its entire practice around intergenerational planning. An estimated $84 trillion in wealth will transfer between generations over the next two decades, and Jacksonville families are preparing actively.

How to Choose the Right Provider

Jacksonville's market splits into six distinct office types: SFOs, MFOs, CPA-based offices, wirehouse teams, independent RIAs, and national firms with local presence. The first step is matching your family's net worth and service needs to the right category. Families with $100 million or more should explore Callan Family Office or Pivot CPAs. Those in the $5 million to $50 million range may find wirehouse teams or independent RIAs more accessible.

Fiduciary status varies sharply here. Callan Family Office operates as an independent fiduciary. Waverly Advisors is fee-only with no commission revenue. Wirehouse teams at Morgan Stanley and Raymond James may operate under a suitability standard rather than a full fiduciary obligation. Ask each provider directly whether they serve as a fiduciary on every account.

Fee structures also diverge. Pivot CPAs uses a fixed retainer model with predictable costs. Asset-based fees at wirehouse teams scale with portfolio size. Fee-only RIAs like Waverly charge advisory fees without product commissions. For families relocating from out of state, verify that the provider has deep experience with Florida residency tax planning, not just general wealth management relabeled as family office services.

In a market with fewer MFOs than Miami or New York, team stability matters. The Lighthouse WMG team has retained multiple advisors for over 20 years. Riverplace Capital has operated continuously since 1998. High advisor turnover at any firm should raise concerns, especially when the relationship depends on personal trust and long-term planning.

Credential depth signals commitment. Look for CFP, CPA, JD, CDFA, and AAMS designations on the advisory team. Lighthouse WMG employs three Certified Divorce Financial Analysts. The Peck Bulgin Group at Raymond James includes an advisor with a J.D. and AAMS credentials. These matter most when your family faces specialized situations like divorce, estate litigation, or complex trust structures.

Which Provider Fits Your Needs?

UHNW families with $100 million or more should evaluate Callan Family Office for its private market access and Pivot CPAs for its tax-integrated fixed-retainer model. Both serve the top wealth tier in Jacksonville and offer services that smaller RIAs cannot replicate, including private equity sourcing and multi-entity tax coordination. Families relocating to Northeast Florida from a higher-tax state will benefit most from providers with explicit Florida residency planning expertise.

Business owners preparing for a liquidity event or succession need advisors experienced in transition planning. Riverplace Capital has spent over 25 years working with small business owners in Florida. Atlantic Edge Wealth focuses on business transitions and cash flow planning around sale events. Bill Dixon at Lighthouse WMG brings dedicated business succession planning experience, recognized through his Forbes rankings since 2019.

Next-generation wealth holders and inheritors face a different challenge: learning to manage newly received assets while building their own financial identity. Legacy Trust Company offers formal education for future generations. Pivot CPAs includes next-gen financial literacy in its service model. Younger families drawn to Jacksonville's venture scene may connect with Caplin Ventures' approach to community-focused, early-stage investing, a style that aligns with impact-minded heirs seeking purpose alongside returns.

Methodology

This guide to family offices in Jacksonville, FL draws on publicly available data from provider websites, industry rankings, regulatory filings, and wealth management databases. Office profiles reflect information available as of early 2026. AUM figures appear only where providers have publicly disclosed them; the Lighthouse WMG figure of roughly $4 billion comes from the team's Morgan Stanley profile. Wealth thresholds and service descriptions come directly from provider materials and public filings. Coverage spans the Jacksonville metro area, including Ponte Vedra Beach, Jacksonville Beach, Amelia Island, and Fernandina Beach.